See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,527 | $71,883-32.5% | $86,677-44.0% | $68,494-29.2% |
| Participation rate | 96.6% | 72.2%+24.3pp | 76.6%+20.0pp | 67.9%+28.7pp |
| Annual return | -11.32% | 3.52%-14.8pp | 35.91%-47.2pp | -7.84%-3.5pp |
| Employer contribution / active EE | $1,321 | $2,173-39.2% | $2,836-53.4% | $2,596-49.1% |
| Participant deferral / active EE | $2,009 | $3,779-46.8% | $4,656-56.9% | $4,027-50.1% |
| Admin fee / account holder | $26,918 | $6,112+340.4% | $7,493+259.2% | $5,403+398.2% |